See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,080 | $85,202-78.8% | $172,739-89.5% | $72,985-75.2% |
| Participation rate | 69.4% | 70.1%-0.7pp | 82.6%-13.3pp | 69.5%-0.1pp |
| Annual return | 3.10% | 27.32%-24.2pp | 802.84%-799.7pp | 81.00%-77.9pp |
| Employer contribution / active EE | $1,122 | $3,324-66.2% | $5,143-78.2% | $2,440-54.0% |
| Participant deferral / active EE | $661 | $3,260-79.7% | $5,198-87.3% | $3,607-81.7% |
| Admin fee / account holder | $1,062 | $5,884-82.0% | $13,954-92.4% | $5,124-79.3% |